Theodore Liftman Insurance, Inc. Financial Insurance  
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Theodore Liftman Insurance, Inc. Financial Insurance
 
Insurance Products & Services for:
Investment Advisers
Mutual Fund Groups
Hedge Fund Groups / Private Investement Funds
 
 
Current Insurance news

9/1/2008
Important NEW Change to Bonding Requirements for ERISA Advisors
There is an important new modification this year to the Employee Retirement Income Security Act of 1974, as amended (ERISA).

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9/1/2008
A Message from Theodore Liftman, Chairman of the Board
This year, Liftman Insurance celebrates our 51tst year in the insurance business. During that time, we've seen many other insurance agencies come and go.

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Investment Adviser Errors & Omissions Liability Insurance

 

This insurance (also known as Investment Adviser E&O Insurance or Professional Liability Insurance) protects the investment advisory firm, its officers, directors and employees in the event they are sued by clients for any actual or alleged negligent act, error or omission or breach of fiduciary duty committed in the scope of performing their professional services. Coverage includes legal defense costs even where allegations are baseless.

Click here to download an Investment Adviser Professional Liability Insurance Application.

Click here to download an Investment Company and Investment Adviser Loss Prevention Guide.

Click below to download claims scenarios for investment advisers.

Click here to open Frequently Asked Questions about Errors & Omissions insurance for investment advisers.

 
 
Theodore Liftman Insurance, Inc.  |  101 Federal Street, Boston, MA 02110-1827  |  Phone: 617-439-9595  |  To email us, click here
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